We'll help you build wealth through a wholistic approach to investing in real estate, mortgage financing, and tax planning. We can help you with:

Mortgage Financing

As independent mortgage professionals, we provide you with choice in finding the best mortgage. Not every mortgage or lender is created equally. Let us show you how to strategically choose the best mortgage to accomplish your financial goals.

Personal & Small Business Tax Preparation

We are local tax experts that specialize in maximizing your refunds every year by having up-to date industry knowledge and the latest tax software.   Every small business has a complex structure; we will work with you to identify your ongoing needs and ensure you are paying the least amount of taxes possible. 

Real Estate Investment

Mortgage financing for investment in real estate is more than handling a single transaction. Let's work together to build your portfolio and increase your net worth, one property at a time!

Raj Dutta

Raj Dutta has been working in the mortgage industry for 10+ years.  Not every mortgage broker is created equally, but Raj will always provide the highest level of service for all his clients. We look at a mortgage as part of your overall financial plan, so we educate you on understanding your mortgage and all the options it features.

Where we can provide a unique advantage is financing your rental properties.  This is something that we specialize in.  Whether it's a Student rental, duplex, triplex or commercial property we will ensure you are guided appropriately, and are getting a good rate of return on your investment.  Need access to private funds as you don't meet traditional guidelines? We have a very large database of private lenders!

Here are some nice things clients have said about working with us.